---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42336721.md"
description: "$Tema Memory ETF(DISK.US)Just from the name, you can guess it has more sandisk than $Roundhill Memory ETF(DRAM.US)😆"
datetime: "2026-07-01T08:44:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42336721.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42336721.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42336721.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
---

# $Tema Memory ETF(DISK.US)Just from the name, you c…


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- [MU.US](https://longbridge.com/en/quote/MU.US.md)
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- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [HUYA.US](https://longbridge.com/en/quote/HUYA.US.md)
- [DISK.US](https://longbridge.com/en/quote/DISK.US.md)

## Comments (36)

- **爱自己是最好的开始 · 2026-07-01T16:32:43.000Z**: Hello Mr. Zeng, I'd like to understand your view. Meta has also mentioned surplus computing power. Does that mean that New Eason's biggest customer is Meta, and it will also be affected by supply?
- **京城Z先生 · 2026-07-01T12:46:09.000Z · 👍 1**: $Kurv Memory Select ETF(KMEM.US)This one is even more heavyweight. It sounds like a K (Korean) meme, with over 40% being SK Hynix. I've never seen an ETF allocate such a high proportion to a single stock. Stop it, Ah Zu, storage ETFs are everywhere out there! 🤣
  - ***烟火声*** (2026-07-01T12:47:43.000Z): Scary
- **悠悠的户晨风 · 2026-07-01T10:01:11.000Z · 👍 3**: Met with a hardware supplier today. He said the storage market conditions will last at least until 2028. The inventory they're holding now can basically be sold for a 15% increase.
  - **京城Z先生** (2026-07-01T10:04:36.000Z): Hmm, the scarcity in reality is very severe.
- **躺平致富～ · 2026-07-01T10:00:09.000Z · 👍 1**: Position Details~
- **andyOvO · 2026-07-01T09:54:42.000Z · 👍 17**: Ranking	Name	Code	Proportion1	SanDisk Corp	SNDK	18.61%2	Kioxia Holdings Corp	285A.T	16.93%3	Samsung Electronics Co Ltd	005930.KS	7.98%4	SK Hynix Inc	000660.KS	7.70%5	SK Square Co Ltd	402340.KS	5.16%6	Aehr Test Systems	AEHR	4.87%7	Micron Technology Inc	MU	4.72%8	Western Digital Corp	WDC	4.71%9	Seagat
  - **拥抱cnn恐慌性买点** (2026-07-01T11:52:24.000Z): 6
  - ***烟火声*** (2026-07-01T12:12:10.000Z): nice
- **.ethan · 2026-07-01T09:29:40.000Z**: Did Z-lao Hynix issue risk warnings before and after its listing?
  - **京城Z先生** (2026-07-01T09:50:06.000Z): What risk, short-term fluctuations? Can't predict that.
  - **.ethan** (2026-07-01T09:51:57.000Z): Boss, is there any risk in holding for two years without leverage? There's been a lot of talk about a bull-to-bear shift in the second half of the year recently. I'm afraid of a big pullback and want 
  - **京城Z先生** (2026-07-01T10:04:00.000Z): Coming to the stock market and expecting no risk?
- **来杯抹茶 · 2026-07-01T09:28:33.000Z**: 偏 nand
- **路飞-yinp · 2026-07-01T09:23:09.000Z · 👍 1**: Buy first, research the others later
  - **京城Z先生** (2026-07-01T10:04:14.000Z): Walsh is speaking tonight.
  - **路飞-yinp** (2026-07-01T10:44:40.000Z): Start with a small position 🤣 Wait for Walsh to finish speaking, then decide whether to buy some.
  - **colorwei** (2026-07-01T12:21:43.000Z): The more I look at Wash, the more I think this guy with the thick eyebrows and big eyes will betray the revolution.
- **复利人生20 · 2026-07-01T09:15:29.000Z**: Why does it show no holdings of SanDisk when I search for this?
  - **京城Z先生** (2026-07-01T09:49:29.000Z): Search again
- **得鹿为鱼 · 2026-07-01T08:53:39.000Z**: Good stuff, let's open a watchlist position to see how it goes.
- **Tui · 2026-07-01T08:51:58.000Z · 👍 2**: Look, as long as you study Z-lao (the big shot) 🤣🤣🤣
- **零度热饮 · 2026-07-01T08:50:37.000Z**: Good stuff 😆
- **superwong · 2026-07-01T08:49:10.000Z · 👍 6**: Where did this information come from? It was discovered right after the IPO. There's a lot of information that we wouldn't know if Z didn't share it. Let Z research the information, I'll just research Z.
  - **京城Z先生** (2026-07-01T08:52:54.000Z): I'll share anything I find interesting 😉
- **唯利是图 · 2026-07-01T08:48:59.000Z · 👍 1**: Want to have a small treat with 10 shares
  - **京城Z先生** (2026-07-01T08:51:34.000Z): Get trapped first and then figure it out? 😂
  - **你还年轻，三千万不够** (2026-07-01T08:58:07.000Z): No need to research, double down on the obvious play.
  - **唯利是图** (2026-07-01T09:00:29.000Z): Yeah, not getting in always makes you afraid of missing out on the market.
- **三思又三思 · 2026-07-01T08:47:16.000Z · 👍 2**: One is Korean style, the other is Japanese style.
  - **京城Z先生** (2026-07-01T08:48:44.000Z): This is mainly Kioxia and SanDisk, possibly with greater flexibility.
  - **不喝啤酒不吃猫** (2026-07-01T08:50:09.000Z): I think this one is more stable, Korean stocks are too volatile, all leverage.
  - **三思又三思** (2026-07-01T08:51:33.000Z): I think I want to buy SanDisk, just double it.